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Rockwell Automation
ROK

991 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

7% more capital invested

Capital invested by funds: $18.4B → $19.7B (+$1.27B)

2% more funds holding

Funds holding: 973 → 991 (+18)

3% more call options, than puts

Call options by funds: $120M | Put options by funds: $116M

1% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 340

0.33% less ownership

Funds ownership: 79.71% → 79.38% (-0.33%)

Holders
991
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
17.07%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
340
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$222M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$149M
4
Citadel Advisors
Citadel Advisors
Florida
+$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
2
F
FIFTHDELTA
United Kingdom
-$102M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
4
CVA
Ceredex Value Advisors
Florida
-$72.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
951
Aspire Private Capital
North Carolina
$8K – – –
CB
952
CNB Bank
Pennsylvania
$8K – – –
SC
953
Schubert & Co
Texas
$8K +$1.86K +8 +30%
FMP
954
Financial Management Professionals
Texas
$7K +$233 +1 +3%
CAC
955
Core Alternative Capital
Georgia
$6K – – –
MAWCM
956
Mine & Arao Wealth Creation & Management
California
$6K – – –
HIA
957
Harbor Investment Advisory
Maryland
$5K -$699 -3 -12%
Jones Financial Companies
958
Jones Financial Companies
Missouri
$5K – – –
LTI
959
Laffer Tengler Investments
Tennessee
$4.95K +$5.36K +23 New
PCH
960
Polar Capital Holdings
United Kingdom
$4.32K +$3.26K +14 +0.1%
GWM
961
Geneos Wealth Management
Colorado
$4K -$24.9K -107 -82%
WOC
962
West Oak Capital
California
$4K – – –
FWM
963
Focused Wealth Management
New York
$4K +$233 +1 +6%
CYG
964
Clean Yield Group
Vermont
$4K +$3.96K +17 New
BWP
965
Baldwin Wealth Partners
Massachusetts
$3K -$27K -116 -91%
BAM
966
Bellevue Asset Management
Washington
$3K -$2.33K -10 -40%
BAM
967
Byrne Asset Management
New Jersey
$3K – – –
IRC
968
Investors Research Corp
Georgia
$3K – – –
BWL
969
Bogart Wealth LLC
Virginia
$3K +$3.73K +16 New
JFA
970
JNBA Financial Advisors
Minnesota
$2K -$9.79K -42 -82%
AP
971
Atwood & Palmer
Missouri
$2K – – –
Kayne Anderson Rudnick Investment Management
972
Kayne Anderson Rudnick Investment Management
California
$2K – – –
MCM
973
Manchester Capital Management
Vermont
$2K – – –
NFSG
974
Newbridge Financial Services Group
Florida
$2K – – –
OLVIG
975
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
37 38
39
40 41

ROK Hedge Fund Activity: Q3 2022 in Review

991 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2022, worth a combined $19.7B — up 6.9% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ROK positions and 74 closed out — a net gain of 32 holders — while 345 added to existing stakes and 340 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $222M. The largest seller was AllianceBernstein, cutting an estimated $121M.

  • 991 institutional investors held Rockwell Automation (ROK) as of Q3 2022, up from 973 in Q2 2022.
  • Funds reported $19.7B of Rockwell Automation stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 106 funds opened new Rockwell Automation positions in Q3 2022 and 74 closed out, a net change of +32 holders.
  • The largest Rockwell Automation buyer in Q3 2022 was Millennium Management, an estimated $222M added.
  • The largest Rockwell Automation seller in Q3 2022 was AllianceBernstein, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2022.